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iShares Morningstar Small Growth shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.0M 110k 54.80

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Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Ishares Msci Sth Kor Etf (EWY)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Spdr Series Trust State Street Spd (KBE)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

View all positions for Morris Retirement Advisors

Top funds holding iShares Morningstar Small Growth

Colony
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
Bank of America Corporation
Systelligence
Morgan Stanley
Foundations Investment Advisors
Ameriprise Financial
CWM
Matrix Trust
Steele Capital Management

View all funds holding iShares Morningstar Small Growth